Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,492 | $76,407-5.1% | $150,298-51.8% | $82,448-12.1% |
| Participation rate | 95.1% | 66.4%+28.7pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 19.13% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $4,298 | $2,614+64.4% | $4,154+3.5% | $2,551+68.5% |
| Participant deferral / active EE | $5,366 | $3,214+66.9% | $5,453-1.6% | $4,139+29.6% |
| Admin fee / account holder | $1,622 | $6,352-74.5% | $14,116-88.5% | $7,234-77.6% |